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June 16, 2020

How to manage users in UO Blogs sites

This article is designed to guide site administrators through the process of adding or removing users from their UO Blogs-hosted website.

Most CAS departments, programs, and institutes have their websites hosted on UO Blogs.

In order for users to be added, they have to sign-in to the service once in order to create a service token that is connected to the user’s Duck ID account. Acquiring the service token requires the user to log in to UO Blogs using their Duck ID and password.

Once authenticated, the new user can create their own site or be added to any other site by site administrators.

Adding Users to a site

Administrators can add users to their sites by going to the Users > Add Existing option of their site’s dashboard.

UO Blogs Dashboard with Users then Add Existing highlighted

From there, administrators can add users who have authenticated with the service by entering the @uoregon.edu email of the person they wish to add then assign a role for their access on the site.

For more information on roles within WordPress, you can consult the WordPress Codex on Roles and Capabilities.

Add the @uoregon.edu email for the new user and their desired role. Click Add Existing User to proceed.

The Add Existing User screen with Email Address and Role fields highlighted. 1. Enter the @uoregon.edu email address then 2. Assign the desired role for the new user.

Once entered, the user will be added to your site. If you do not happen to see this message, ensure that the new user has created their token for the service.

The user has been added to your site. Success!

Removing existing users from a site

If you wish to remove an existing user from a site, go to the Users > All Users on the site’s dashboard then hover the mouse cursor over the user you wish to remove and select Delete.

Site's All Users page: hover over username to remove and select Delete

From there, you will select what to do with the content created by that user. Select the option to reassign any content to another user, then select Confirm Deletion

Confirm Deletion screen: change the authorship to the admin user and select Confirm Deletion

Links to Additional Content

How to log in to a UO Blogs site

Purpose

This article will guide users through the process of logging in to their UO Blogs-based WordPress sites by way of two similar but different methods.

Login Processes

There are two primary methods for logging on to your site:

Method One

Click the Log In link on the upper-left of the browser window

Sign in using your Duck ID and password by clicking on the Use My Duck ID button.

Then, you will arrive at the Dashboard for your site(s)

Note: You may have to click on View My Sites if you have access to multiple sites (as seen below)

Method Two

Similar to Method One above, this will give you access to your site but through the UO Blogs’ main website. Go to blogs.uoregon.edu/ then click on the Login tab:

 

Then continue to proceed through the steps of Method One as described above.

Once logged in, you’ll see the administrative toolbar above the site header which will allow you to add more content or return to the site dashboard (as in the image below for CASIT Blog administrators).

Links to Additional Content

June 1, 2018

How to add a donation link for CAS Department websites

Purpose

This article is designed to guide site administrators through the process of adding a donation link to their department’s website.

This guide will employ examples from websites using the CAS Department Theme.

Process

In order to complete this process for your website, you will need the following:

  • UO Foundation donation link
  • Access as a site administrator for access to edit menus

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March 20, 2018

Posts and Pages

Purpose

This article is designed to guide you through the differences and use cases for posts, pages, and their respective organizational methods in WordPress and UO Blogs.

Similarities

Both posts and pages use the same editor interface. The default visual editor is a what-you-see-is-what-you-get (WYSIWYG) layout which behaves like a word processor program with rich-text abilities (bold, italics, underline, links) and web heading levels. Font sizes and styles are typically set by the chosen theme and can only be altered by enabling a plugin for the editor.

Posts and pages can be tagged with keywords to help organize content and to assist in search engine optimization for your site. Featured images can be added to both as well.

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February 8, 2018

Creating Forms with Formidable Pro

Purpose

This post is using Formidable Pro, a plugin for WordPress that allows site managers to create forms for various needs. Some examples include sign-up sheets for events or avenues to receive feedback among many other options.

Click one of the options below to proceed:

Activating Formidable

Formidable Pro is a WordPress plugin that allows site administrators to create forms for gathering various data. To activate Formidable, select the Plugins option from the Dashboard menu, scroll down until you find Formidable Forms, then press Activate. Formidable will then appear below your Pages option on your Dashboard menu.

Create A Form

Once Formidable has been activated, you can start creating forms. Formidable will show up in the Dashboard Panel. To get started highlight the Formidable option and select Forms then click Add New.

When adding a new form, Formidable will allow you the option to either create a form from an existing template or one from scratch.

Once you have you have made your decision, you will be directed to the Build menu of the form which will allow you to add form fields or tweak what is existing. The images below are for if you selected Blank Form but the behavior of the menu works in any form.

  • Note: If form fields and/or their descriptions need to be edited, go to the Build menu.
  1. Make sure that you are on the Build menu
  2. Name your form or edit the existing title if you choose
  3. Click the parenthetical statement to explain the purpose of the form and/or instructions on how the form is to be filled out.

You will be given a range of options to choose from regarding types of form fields. Click and drag the form field into place…

… each of which have descriptions and settings that can be edited.

  1. Select the asterisk if you want this form field to be a required field
  2. Provide a title for your form field or edit the existing title if you choose.
  3. Provide instructions as to how to fill out this form field (optional but recommended).
  4. Field Options Menu (for adding additional properties like Custom CSS Layouts)

reCAPTCHA

reCAPTCHA

reCAPTCHA is a Google plugin used in Formidable forms to validate form entries from human submissions to help quell any attempts from bots other automated methodologies.

Set up requires the use of a site key and a secret key. Click here to ensure to sign up for those keys.

Note: This requires a Google account to activate. You may use a personal account to get keys.

Once you have the Site Key and Secret Key from signing up for API access, go to the Formidable > Global Settings menu option and find the reCAPTCHA section of the screen as seen below:

reCAPTCHA settings in Formidable Global Settings menu

Once the keys are entered, click the Update Options button at the top- or bottom-left of the page.

Edit Custom CSS Layouts / Form Page Layouts

Once all of your form fields and descriptions have been added, you can readjust the layout of the form by clicking on the Field Options Menu. In so doing, there are several options to choose from. The main focus of this section is adjusting the page layout and particular settings within each form field.

  • Note: Each form field will have its own options, the example below and corresponding descriptions are of options in every form field.

Here are descriptions of each option shown above:

CSS layout classes: This is for adding CSS script to determine where a particular field will be located on the overall form. If left blank, Formidable will have list the form fields vertically one after another. To make modifications, you do not need CSS knowledge but there are a few considerations to make.

The examples below are the options you can choose from and a template of some of the the CSS classes.

  • Note: The CSS Layout Classes below can be added only when the CSS layout classes field is highlighted. It will be inactive (grayed out) at any other time.

   

Label Position: Assigns the position form field label. The default setting will have the label aligned to the left edge of the form field.

Field Size: This option imposes limits on the length and the amount of characters (rows, columns, etc.) of the form field.

  • Note: The field size parameters are specific to each form field type.

Visibility: If user roles are enabled on your site, this option can restrict who sees this form.

Conditional Logic: Certain form fields can be made visible after conditions have been met.

Validation: If the form field is dependent upon certain conditions (like Phone Number or Email Address), this option allows you to edit the response if the correct conditions are not met.

Form Settings

Click the Settings option. Under General menu:

There are several settings that can be changed quickly and easily however several of them are dependent upon other actions within your site.

  • Aside from the Action After Form Submission option, all settings are going to be dependent on whether site user accounts are enabled and advanced coding (using AJAX)
  • You can also choose what form respondents will receive as a confirmation as well as being notified of new entries. See Responses sent to an email / Linking to RT.
  • Additionally, the form can be restricted to Logged-In Users. If selected, the form will require a DuckID and password to be seen. Users can allow form respondents to edit responses and restrict to one form submission.

Under the Form Actions option, you can choose who is notified of a form submission and how the message appears to that person.

formidableformactions

To set up email notifications, click on the Form Actions option within the Settings for your form and select the envelope icon for an email notification (seen below).

formidableformactionsemail

  1. The email notification box.
  2. Label for the notification.
  3. The desired email address to receive the notification
  4. Subject line and message
    1. The number code in brackets is corresponding to a form field entry (which are on the right-hand side of the form action)
    2. The default message is for all entries into the form.
  5. Conditional logic may be applied to this notification depending on the nature of the form.

Adding a form to a web page

Formidable utilizes shortcodes that can be inserted into posts or pages. Shortcodes may be found either in the Build or Settings section of a given form. It will be in a set of brackets (e.g., Please select a valid form) and located in the upper-right hand corner of either page.

screen-shot-2017-01-03-at-1-51-32-pm

Links to Additional Content

For other help articles from CASIT, click here.

May 18, 2016

Slides in the CAS Department Theme

Purpose

This article is to guide users of the CAS Department Theme in UO Blogs through the process of creating a slide on the home page of their department website.

Slides are customized posts that consist of an image and an associated post tagged to the image’s caption that are displayed on the designated homepage for the site. Follow the process below to create a slide.

Requirements

This process is specifically for CAS Department Theme users.

The theme is available for any campus entity to use but it is not available in the Appearance > Themes menu option. If you are interested in using the theme, submit your UO Blogs URL in a ticket to the UO Information Services Service Portal and they will apply it. After having the theme installed and you decide to change your theme, you must submit another request to have it reapplied.

For those who would like to see the theme and its features before proceeding, check out the CAS Design Toolkit here.

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March 23, 2016

WordPress Site Settings

Purpose

This article will guide you through the recommended settings for your WordPress site as found in the dashboard area. Sign-in to your site and go to the Settings menu to proceed.

General

The most important thing under General is to set your time zone and date/time format preferences. For most of us, picking Los Angeles or Vancouver under the America section of the drop down will work, although if you are abroad, you’ll want to pick a city close to whichever one you are currently living in. By choosing the closest city, WordPress will account for Daylight Savings Time if your time zone or area follows it.

Writing

Probably the only setting you’ll immediately want to check out here is the default post category:

Picture of the drop down menu for default post category.

Using this option, you can select the default category most of your posts will go to (unless you change them manually). This is useful if most of your posts fall under, say, News, Research Updates, Announcements, etc.

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May 29, 2015

Setting Up Formidable Pro

Purpose

This post is designed to guide WordPress/UO Blogs user through setting up Formidable — a plugin for WordPress that allows site managers to create forms for various needs. Some examples include sign-up sheets for events or avenues to receive feedback among many other options.

Enable Formidable Pro for your site

Note: Formidable Pro is a plugin that is part of the UO Blogs offering to all associated with the University by using your DuckID. If you do not yet have a UO Blogs site, follow this link.

Process

The process of enabling the Formidable form plugin shown in the video below and described with screenshots as well.

Video version

Text version

Login to your UO Blogs account using your DuckID and password, then go the site’s Dashboard

  • Example of your site: blogs.uoregon.edu/”yoursitename”/wp-admin
    • “yoursitename” is your user name used when signing up for a site.

Note: Some users may have multiple sites through UO Blogs. If so, you will be directed to a general Dashboard upon sign-in. You will then need to select which site you would like to directly edit.

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September 6, 2012

Tour of WordPress

Basic topics

What is WordPress?

WordPress is a content management system used to manage web sites. It is open source and free to use on your own web server or through hosted servers like blogs.uoregon.edu.

It currently is running behind many CAS department and program websites.

  • WordPress.org – Home of WordPress. Best place for documentation and forums for WordPress.
    • WordPress is installed on a web server and managed entirely through the web browser.
  • Logging into WordPress: To login add wp-admin to end of your site’s URL.
    • e.g. https://cas.uoregon.edu/wp-admin
  • Dashboard is the tool that you will be using to manage your site’s content. It is only available after you have logged in.

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